Your Partner in Achieving Financial Success
Building Financial Security Together
Butler Thompson Lee Tax & Financial Services is a full-service tax and financial planning firm located in Spokane, Washington. We believe in empowering individuals and businesses to achieve financial stability and reach their unique goals through personalized planning and proactive solutions.
Our Mission
Our mission is to provide proactive tax and financial planning to families and businesses, helping them determine and reach their financial goals. We are committed to:
- Understanding your needs: We take the time to understand your individual financial situation, goals, and aspirations.
- Tailoring solutions: We tailor our strategies to your unique needs and circumstances, ensuring they align with your financial objectives.
- Providing personalized service: We prioritize clear communication and open dialogue to establish and maintain trust with our clients.
- Delivering results: We actively track and monitor your progress, making necessary adjustments along the way.
Areas of Expertise
We are proud to offer a comprehensive range of services designed to meet your diverse financial needs, including:
Tax Planning & Preparation
- Individual Tax Planning & Preparation
- Small Business Tax Planning & Preparation
- Amended Tax Return Filing
- Online Tax Preparation Services
- Past-Year Tax Return Review and Preparation
Financial Planning
- Retirement Planning & Savings
- Life Insurance Planning
- Medicare Insurance Planning
- Mortgage Protection Planning
- Disability Insurance Planning
- Estate Planning & Annuities
Additional Services
- Business Consulting
- Financial Education & Resources
- Secure Document Upload & E-signing
- Competitive Pricing & Guarantee
Trust, Expertise, and Transparency
At Butler Thompson Lee Tax & Financial Services, we are dedicated to building lasting relationships with our clients. We uphold the highest ethical standards and maintain open communication throughout the process. Our experienced professionals will guide you through every step, ensuring a smooth and stress-free experience.
Contact us today to schedule a consultation and discuss your financial goals with our trusted team.
Client Satisfaction and Experience
Reviews from various clients highlight the exceptional service and experience provided by Butler, Thompson, Lee Tax and Financial Services. Clients praise the firm's transparent pricing, professionalism, and accurate tax filing services.
Key Strengths
- Price Transparency: Clients appreciate the clear and transparent pricing, making it easy for them to understand the costs involved.
- Professionalism and Expertise: Steve Butler and his team are commended for their professionalism, knowledge, and expertise in tax and financial services.
- Ease of Use: Clients find it easy to work with the firm, with many returning annually for their tax filing needs.
- Trust and Confidence: Clients have complete confidence in the firm's services and abilities, considering them trustworthy and reliable.
Additional Benefits
- Quick Response to Queries: Clients appreciate the firm's prompt response to their tax-related and financial planning questions.
- Friendly and Personable Service: The firm's staff are described as friendly, personable, and easy to work with.
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